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iShares Core S&P Small-Cap ETF

2,289 hedge funds and large institutions have $54.9B invested in iShares Core S&P Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 1,038 increasing their positions, 873 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,289
Holders Change
-25
Holders Change %
-1.08%
% of All Funds
33.29%
Holding in Top 10
313
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-8.75%
% of All Funds
4.55%
New
114
Increased
1,038
Reduced
873
Closed
102
Calls
$77.3M
Puts
$9.41M
Net Calls
+$67.9M
Net Calls Change
+$64.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IIM
1526
Ipswich Investment Management
Massachusetts
$646K +$5.76K +54 +0.9%
MWM
1527
McNaughton Wealth Management
California
$644K +$213 +2 +0%
WCWM
1528
Willow Creek Wealth Management
California
$643K +$70.4K +660 +12%
BA
1529
Brightwater Advisory
Florida
$640K +$6.08K +57 +1%
HA
1530
HFG Advisors
Ohio
$638K -$120K -1,125 -16%
MA
1531
MONECO Advisors
Connecticut
$635K +$69.8K +654 +12%
JCM
1532
Janney Capital Management
Pennsylvania
$633K -$7.36K -69 -1%
NA
1533
Navellier & Associates
Nevada
$630K
IIA
1534
Integral Investment Advisors
California
$630K +$846 +8 +0.1%
TGCMU
1535
Titan Global Capital Management USA
New York
$629K -$2.62M -24,565 -81%
FNBTCON
1536
First National Bank & Trust Co of Newtown
Pennsylvania
$629K +$18.7K +175 +3%
FI
1537
FWG Investments
Kentucky
$627K +$22.9K +215 +4%
SP
1538
Sequent Planning
Nebraska
$622K -$6.46K -61 -1%
VCP
1539
Vista Capital Partners
Oregon
$622K +$72.4K +679 +13%
LWM
1540
Liberty Wealth Management
California
$622K +$613K +240,485 +6,865%
ACM
1541
Advisors Capital Management
New Jersey
$621K +$121K +1,139 +24%
KA
1542
Kearns & Associates
California
$619K
HCA
1543
Horan Capital Advisors
Ohio
$618K
NB
1544
Nicolet Bankshares
Wisconsin
$617K -$28.4K -266 -4%
AAMA
1545
Advanced Asset Management Advisors
Ohio
$617K
PA
1546
PSI Advisors
Florida
$613K -$2.48M -23,270 -80%
CIA
1547
Compass Ion Advisors
Pennsylvania
$613K
GJIA
1548
Glass Jacobson Investment Advisors
Maryland
$611K +$7.57K +71 +1%
WAL
1549
W Advisors LLC
Tennessee
$611K +$28.2K +264 +5%
ClearBridge Investments
1550
ClearBridge Investments
New York
$609K +$15.5K +145 +3%